Wells Fargo & Company
PE ˙ BVL ˙ US9497461015
DIESES SYMBOL IST NICHT MEHR AKTIV
SecurityPE:WFC / Wells Fargo & Company
InstitutionAtria Investments Llc
Latest Disclosed Ownership255,573 shares
Latest Disclosed Value $ 20,346,142
Atria Investments Llc reports 8.45% decrease in ownership of WFC / Wells Fargo & Company

On May 5, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 255,573 shares of Wells Fargo & Company (PE:WFC) valued at $20,346,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 279,160 shares of Wells Fargo & Company. This represents a change in shares of -8.45% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F WELLS FARGO COM 949746101 255,573 -23,587 -8.45 20,346 -21.80 0.2277
2026-02-05 2025-12-31 13F WELLS FARGO CO COM 949746101 279,160 -1,008 -0.36 26,018 10.79 0.2957
2025-11-06 2025-09-30 13F WELLS FARGO CO COM 949746101 280,168 15,946 6.04 23,484 10.93 0.2684
2025-08-04 2025-06-30 13F WELLS FARGO CO COM 949746101 264,222 35,123 15.33 21,169 28.72 0.2500
2025-05-06 2025-03-31 13F WELLS FARGO CO COM 949746101 229,099 7,752 3.50 16,447 5.78 0.2108
2025-02-06 2024-12-31 13F WELLS FARGO CO COM 949746101 221,347 -15,199 -6.43 15,547 16.35 0.1935
2024-11-01 2024-09-30 13F WELLS FARGO CO COM 949746101 236,546 -2,078 -0.87 13,362 -5.71 0.1660
2024-08-13 2024-06-30 13F WELLS FARGO CO COM 949746101 238,624 -20,210 -7.81 14,172 -5.52 0.1835
2024-05-21 2024-03-31 13F WELLS FARGO CO COM 949746101 258,834 23,494 9.98 15,000 29.50 0.2065
2024-02-14 2023-12-31 13F WELLS FARGO CO COM 949746101 235,340 44,234 23.15 11,582 48.34 0.1792
2023-11-07 2023-09-30 13F WELLS FARGO CO COM 949746101 191,106 22,294 13.21 7,808 8.38 0.1391
2023-08-04 2023-06-30 13F WELLS FARGO CO COM 949746101 168,812 -16,494 -8.90 7,204 4.01 0.1301
2023-05-10 2023-03-31 13F WELLS FARGO CO COM 949746101 185,306 28,551 18.21 6,927 7.01 0.1311
2023-01-31 2022-12-31 13F WELLS FARGO CO COM 949746101 156,755 -10,250 -6.14 6,472 -3.65 0.1327
2022-11-01 2022-09-30 13F WELLS FARGO CO COM 949746101 167,005 31,299 23.06 6,717 26.35 0.1483
2022-08-11 2022-06-30 13F WELLS FARGO CO COM 949746101 135,706 -1,180 -0.86 5,316 -19.86 0.1115
2022-05-02 2022-03-31 13F WELLS FARGO CO COM 949746101 136,886 16,546 13.75 6,633 14.88 0.1161
2022-02-04 2021-12-31 13F WELLS FARGO CO COM 949746101 120,340 5,801 5.06 5,774 8.62 0.1029
2021-11-16 2021-09-30 13F WELLS FARGO CO COM 949746101 114,539 35,209 44.38 5,316 47.95 0.0960
2021-08-10 2021-06-30 13F WELLS FARGO CO COM 949746101 79,330 -12,622 -13.73 3,593 0.00 0.0693
2021-05-11 2021-03-31 13F WELLS FARGO CO COM 949746101 91,952 14,280 18.39 3,593 53.28 0.0795
2021-02-12 2020-12-31 13F WELLS FARGO CO COM 949746101 77,672 -50,968 -39.62 2,344 -22.49 0.0566
2020-11-05 2020-09-30 13F WELLS FARGO CO COM 949746101 128,640 8,645 7.20 3,024 -1.56 0.0919
2020-09-22 2020-06-30 13F/A-1 WELLS FARGO CO COM 949746101 119,995 119,995 3,072 0.1053
2020-05-15 2020-03-31 13F WELLS FARGO CO COM 949746101 0 -125,640 -100.00 0 -100.00
2020-02-11 2019-12-31 13F WELLS FARGO CO COM 949746101 125,640 78,083 164.19 6,759 181.74 0.1831
2019-11-14 2019-09-30 13F WELLS FARGO CO COM 949746101 47,557 -1,344 -2.75 2,399 9.05 0.0855
2019-08-26 2019-06-30 13F/A-1 WELLS FARGO CO COM 949746101 48,901 -2,695 -5.22 2,200 -11.75 0.0820
2019-05-15 2019-03-31 13F WELLS FARGO CO COM 949746101 51,596 -8,926 -14.75 2,493 -10.61 0.1055
2019-02-12 2018-12-31 13F WELLS FARGO CO COM 949746101 60,522 -38,114 -38.64 2,789 -46.20 0.1236
2018-10-09 2018-09-30 13F WELLS FARGO CO COM 949746101 98,636 -1,663 -1.66 5,184 -6.78 0.2049
2018-07-13 2018-06-30 13F WELLS FARGO CO COM 949746101 100,299 -2,677 -2.60 5,561 3.04 0.2444
2018-04-30 2018-03-31 13F WELLS FARGO CO COM 949746101 102,976 2,043 2.02 5,397 -11.87 0.2604
2018-01-12 2017-12-31 13F WELLS FARGO CO COM 949746101 100,933 51,705 105.03 6,124 125.56 0.3043
2017-10-12 2017-09-30 13F WELLS FARGO CO COM 949746101 49,228 3,298 7.18 2,715 6.68 0.1479
2017-07-10 2017-06-30 13F WELLS FARGO CO COM 949746101 45,930 -3,260 -6.63 2,545 -7.05 0.1557
2017-04-14 2017-03-31 13F WELLS FARGO & CO COM 949746101 49,190 719 1.48 2,738 2.51 0.1783
2017-01-13 2016-12-31 13F WELLS FARGO & CO COM 949746101 48,471 -27,778 -36.43 2,671 -20.88 0.2038
2016-10-12 2016-09-30 13F WELLS FARGO & CO COM 949746101 76,249 13,458 21.43 3,376 12.65 0.3102
2016-07-12 2016-06-30 13F WELLS FARGO & CO COM 949746101 62,791 2,734 4.55 2,997 3.20 0.3228
2016-04-19 2016-03-31 13F WELLS FARGO & CO COM 949746101 60,057 -519 -0.86 2,904 -3.26 0.3301
2016-01-14 2015-12-31 13F WELLS FARGO & CO COM 949746101 60,576 27,852 85.11 3,002 78.69 0.3299
2015-11-16 2015-09-30 13F/A-1 WELLS FARGO & CO COM 949746101 32,724 -628 -1.88 1,680 -10.45 0.2322
2015-11-12 2015-09-30 13F WELLS FARGO & CO COM 949746101 1,680 32,724
2015-08-03 2015-06-30 13F WELLS FARGO & CO COM 949746101 33,352 1,441 4.52 1,876 8.06 0.2202
2015-04-13 2015-03-31 13F WELLS FARGO & CO COM 949746101 31,911 7,198 29.13 1,736 28.12 0.1965
2015-01-12 2014-12-31 13F WELLS FARGO & CO COM 949746101 24,713 -1,704 -6.45 1,355 -1.09 0.1440
2014-11-12 2014-09-30 13F WELLS FARGO & CO COM 949746101 26,417 -1,501 -5.38 1,370 -6.61 0.1401
2014-07-21 2014-06-30 13F WELLS FARGO & CO COM 949746101 27,918 -416 -1.47 1,467 4.12 0.1464
2014-05-12 2014-03-31 13F WELLS FARGO & CO COM 949746101 28,334 1,905 7.21 1,409 17.42 0.1436
2014-01-09 2013-12-31 13F WELLS FARGO & CO COM 949746101 26,429 692 2.69 1,200 12.89 0.1195
2013-10-28 2013-09-30 13F WELLS FARGO & CO COM 949746101 25,737 -184 -0.71 1,063 -0.65 0.1106
2013-07-24 2013-06-30 13F WELLS FARGO & CO COM 949746101 25,921 25,921 1,070 0.1303
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.